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Name Holding Trade Value Shares
Change
Change in
Stake
TDWM
5051
Topel & Distasi Wealth Management
California
$830K
EWA
5052
Emergent Wealth Advisors
New York
$824K +$13.5K +67 +2%
EAM
5053
Everstar Asset Management
North Carolina
$823K +$81.4K +403 +11%
SFCL
5054
Strengthening Families & Communities LLC
Massachusetts
$822K -$231K -1,144 -24%
S
5055
ShariaPortfolio
Florida
$820K +$10.1K +50 +1%
OAM
5056
Oberweis Asset Management
Illinois
$819K -$4.04K -20 -0.5%
LL
5057
LPWM LLC
Minnesota
$814K -$29.9K -148 -4%
Mawer Investment Management
5058
Mawer Investment Management
Alberta, Canada
$812K
NA
5059
Novus Advisors
South Carolina
$812K -$781K -3,868 -49%
OFG
5060
Opulen Financial Group
Virginia
$812K +$129K +639 +19%
SWM
5061
Stark Wealth Management
Pennsylvania
$809K +$157K +777 +25%
PCA
5062
PMV Capital Advisers
Texas
$809K +$7.67K +38 +1%
SPA
5063
Shore Point Advisors
New Jersey
$808K +$20.6K +102 +3%
UOTTAIMCU
5064
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$805K -$36.4K -180 -4%
LSL
5065
Legacy Solutions LLC
Pennsylvania
$800K +$85K +421 +12%
GF
5066
Gimbal Financial
Indiana
$799K -$50.9K -252 -6%
CCAL
5067
City Center Advisors LLC
Michigan
$796K +$54.3K +269 +7%
LWMT
5068
Legacy Wealth Management (Tennessee)
Tennessee
$792K +$187K +924 +31%
LWA
5069
LifeGoal Wealth Advisors
New York
$789K -$46.9K -232 -6%
MAM
5070
Marquette Asset Management
Minnesota
$788K
SWA
5071
Sightline Wealth Advisors
Connecticut
$787K -$191K -947 -20%
SWIA
5072
Solano Wealth Investment Advisors
California
$786K -$4.24K -21 -0.5%
NA
5073
Note Advisors
New York
$777K +$2.22K +11 +0.3%
CFG
5074
CMC Financial Group
Georgia
$775K +$808 +4 +0.1%
HAFS
5075
Hapanowicz & Associates Financial Services
Pennsylvania
$775K +$47.5K +235 +7%